如果说比特币是黄金 那ARC20代币就是首饰
比特币类比黄金很多人可以理解。但是之前很多人把BRC20的铭文看作首饰，我认为还是有一点不准确。
进入2024年以来，ARC20的声势越来越大，大有盖过BRC20之势。这两种协议都是比特生态的，但玩法逻辑完全不一样。
如果说BRC20铭文的资产价格主要靠喊话（社区MEME逻辑），则ARC20未来可能更“有料”一点。
短期缺场景，得靠BRC20
熟悉本号的朋友都知道，为什么BRC20的铭文会一直涨？一文中提到，铭文最大的赢家其实是矿工群体。
铭文在23年十二月，贡献了矿工30%的收入：
要知道铭文总共才几十亿美元的市值，流动性还差。
但是这波矿工股的市值暴涨上百亿，流动性还贼高，随时可出货。华尔街的资本大佬们可能盈利都已经收到口袋里了，而铭文大佬们还在一边喊话一边默默出货。。。
在以太坊生态应用场地都落地艰难的现在，想要在比特生态内找到正经的应用场景更是难上加难。
因此BRC20铭文之所以第一波能火，很大原因是因为这个协议占用的资源多，可以拉高GAS费。
也因为这个原因很多人对Ordinals协议持有异议，早在几个月前就有技术大佬搞了一个“Sophon"(智子，没错就是三体里面那个智子）方案，用于阻击新的BRC20铭文部署，原理是这样的：
Sophon通过监测链上所有部署的BRC20铭文，一旦发现有人部署就抢先用更高的Gas费去部署一个名字一模一样的。（和三体智子的攻击模式几乎一样）
于是乎就出现了这么个奇葩的场面：
在智子（Sophon）工作期间，打铭文的交易数量急剧减少。
但是这个Sophon 只运行了 20多天，就因为资金耗尽无法运营（不赚钱就是不长久）。
ARC20才是首饰
Atomicals Protocol 是一个基于 UTxO（未花费交易输出）模型的区块链上实现数字对象的铸造、转移和更新的简单而灵活的协议。
简单说BRC20的铭文，其实是转账的备注。
而ARC20的代币，每个代币都是1聪（比特币的基本单位，每个比特币有一亿聪）。
如果你认同比特币是电子黄金。
BRC20的铭文相当于在购买黄金的电子收据上写内容，至于这个收据值多少钱，波动会有点大。
而ARC20的代币则相当于在黄金上面做“雕刻”，每个代币都是有1聪作为基本单位。就像很多黄金首饰的定价，也是按“克”计价的。
ATOM暴涨超万倍
不要认为这种按“克”计价的首饰增长空间有限。
目前ARC20的龙一ATOM价格趋势是这样的：
目前的价格是两万多sats/ATOM，较原本底价1sat暴涨了两万多倍，之前一度还涨到多三万多sats。
当然ATOM当初mint的时候也很难抢，如果考虑到实际mint成本，涨幅也是大几千倍。
只是 Atomicals 社区在技术上比较纯粹，没怎么出来喊。
但是资产价格涨得也不比喊单的低。
夸克智子开启龙二之争
可能是BRC20喊得太凶了，于是Atomicals 社区在2024年也开始玩meme了。
先是跨年熬夜打夸克（那一夜的故事说多了都是泪）
目前ARC20又出来一个智子代币（和阻击铭文的只是同名）
总体来讲ARC20三杰的对比如下：
每张的含“聪”量是越来越足，当初打ATOM的时候，成本几乎全是Gas费，而到Sophon(智子）的时候，大部分成本都是聪了。
这是个不错的趋势~还有人参考金店打首饰的标准，推出了一个“磨损率”的概念：
可以看出这个“智子”是很有料的了~
在这两天Sophon被打完之后，在Atomical Market的表现也是大有压倒Quark之势：
ARC20统治比特生态未来？
有大V表示，很看好比特生态的未来：
其实在古代的时候，确实有很多现实资产是通过黄金作为载体实现的，任何政府发行的金币几乎都可以在全世界通行。
因此资产用ARC20代币承载，也多少有这么个意思，考验项目方诚意了哈！
不过据说今年3月21奈飞上线《三体》，按照我们加密圈一贯的风格，这可能才算Sophon(智子)真正的利好吧？
Bitcoin is similar to gold, which many people can understand, but many people used to regard the inscription as jewelry before. I think it is still a little inaccurate. Since the beginning of 2000, the momentum has become more and more overwhelming. These two agreements are bit-ecological, but the logic of playing is completely different. If the asset price of the inscription mainly depends on community logic, the future may be more predictable. Friends who are familiar with this number all know why the inscription will keep rising. The biggest winner mentioned in the article is actually The inscription of miners contributed to the miners' income in December, 1998. You know, the total market value of the inscription is only a few billion dollars, and the liquidity is still poor. However, the market value of this wave of miners' shares has soared by tens of billions, and they can be shipped at any time. The capital bosses on Wall Street may have received their profits, but the inscription bosses are still quietly shipping in the ecological application site of Ethereum, and it is even more difficult to find a serious application scene in the bit ecology. Therefore, it is even more difficult to find the inscription. The reason why the first wave of energy is very popular is that this agreement takes up more resources, which can raise the cost. For this reason, many people have objections to the agreement. As early as a few months ago, some technical bosses made a naokou. Yes, the naokou scheme in the three-body is used to block new inscriptions. The principle of deployment is this: once all deployed inscriptions on the monitoring chain are found, once someone is deployed, they will first deploy a name with a higher cost, which is exactly the same as the attack mode of the three-body naokou. So there is such a wonderful scene. During the work of Naoko, the number of transactions with inscriptions decreased sharply. However, after running for only a few days, jewelry is a simple and flexible agreement to realize the casting, transfer and update of digital objects on the blockchain based on the model of unused transaction output. Simply speaking, the inscription is actually a note of transfer, and each token is the basic unit of smart bitcoin. Each bitcoin has 100 million smart coins. If you agree that Bitcoin is the inscription of electronic gold, it is equivalent to writing the content on the electronic receipt for buying gold. As for the value of this receipt, the fluctuation will be a bit big, while the token is equivalent to carving on gold. Every token is smart as the basic unit, just like the pricing of many gold jewelry has soared by more than 10,000 times in grams. Don't think that the growth space of this kind of jewelry priced by grams is limited. The current price trend of Longyi is like this. The current price is more than 20,000, which is two times higher than the original reserve price. More than 10,000 times before, it rose to more than 30,000 times. Of course, it was difficult to grab it at the beginning. If we consider that the actual cost increase was also thousands of times, the community was technically pure and didn't shout much, but the asset price didn't rise as much as the low-quark naokou who shouted the bill. It was probably too fierce to shout, so the community began to play in 2008. First, the story of the night of playing quark on New Year's Eve was full of tears. At present, another naokou token and the inscription were blocked by the same name. Jie's comparison is as follows: the content of each piece is getting more and more abundant. At the beginning, the cost was almost all expensive, but when Naoko played, most of the cost was clever. This is a good trend. Some people also introduced a concept of wear rate with reference to the standard of jewelry playing in gold shops. It can be seen that this Naoko is very informative, and his performance in the past two days is also overwhelming. It means that he is very optimistic about the future of Biteco. In fact, there are many real resources in ancient times. Production is realized through gold as the carrier, and almost all gold coins issued by the government can be used all over the world. Therefore, it is somewhat meaningful to test the sincerity of the project party with tokens. However, it is said that this month, Netflix launched the three-body line according to the consistent style of our encryption circle, which may be considered as the real benefit of Naoko. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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